Appointment Request

Allow for inquiries (leads) to request an appointment and schedule a time with an admissions counselor. The goal being: to better qualify leads through immediate one on one contact and a more personalized approach.

This endeavor was no small feat and required overcoming several obstacles:

Constructing new form fields which could then be implemented seamlessly into existing forms (some of which are pre-generated and cannot have custom HTML)

Adding new field IDs (binary choice, time zone, datepicker, time window) which could be successfully submitted and translated by our lead landing table before being submitted to our CRM

Additional caveats on the front and back-end:

Auto-detecting the user timezone and allowing for conversion to the counselor’s GMT

Allowing for only X number of days into the future to be selectable in the datepicker and disallowing weekends and holidays.

Allowing different time window choice sets for different campus locations

Showing/hiding fields based on binary values for a smoother UX

Rigorous and thorough testing. (Fun fact: the first successful end-to-end test submission was under the moniker Frankie86, as it was the 86th attempted test submit)

Here are several fiddles showcasing the development of the form fields: